Bank of America
FBIZ icon

Bank of America’s First Business Financial Services FBIZ Stock Holding History

Bank of America’s Portfolio FBIZ Stock Details FBIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.3M Buy
24,024
+6,379
+36% +$355K ﹤0.01% 4379
2025
Q4 		$958K Buy
17,645
+4,332
+33% +$227K ﹤0.01% 4551
2025
Q3 		$682K Buy
13,313
+6,470
+95% +$331K ﹤0.01% 5586
2025
Q2 		$347K Sell
6,843
-1,022
-13% -$49K ﹤0.01% 5909
2025
Q1 		$371K Sell
7,865
-3,639
-32% -$180K ﹤0.01% 5818
2024
Q4 		$533K Buy
11,504
+4,221
+58% +$198K ﹤0.01% 5483
2024
Q3 		$332K Buy
7,283
+450
+7% +$19K ﹤0.01% 5739
2024
Q2 		$253K Buy
6,833
+1,314
+24% +$45.1K ﹤0.01% 5761
2024
Q1 		$207K Sell
5,519
-5,306
-49% -$191K ﹤0.01% 5873
2023
Q4 		$434K Buy
10,825
+2,674
+33% +$90K ﹤0.01% 5592
2023
Q3 		$245K Buy
8,151
+338
+4% +$10.7K ﹤0.01% 5781
2023
Q2 		$230K Sell
7,813
-7,103
-48% -$201K ﹤0.01% 5747
2023
Q1 		$455K Sell
14,916
-5,323
-26% -$182K ﹤0.01% 5433
2022
Q4 		$740K Buy
20,239
+3,404
+20% +$125K ﹤0.01% 5087
2022
Q3 		$544K Buy
16,835
+1,179
+8% +$39.1K ﹤0.01% 5330
2022
Q2 		$488K Sell
15,656
-4,950
-24% -$165K ﹤0.01% 5450
2022
Q1 		$677K Sell
20,606
-165
-0.8% -$5.32K ﹤0.01% 5589
2021
Q4 		$606K Sell
20,771
-54
-0.3% -$1.58K ﹤0.01% 5694
2021
Q3 		$597K Sell
20,825
-1,933
-8% -$53.4K ﹤0.01% 5504
2021
Q2 		$616K Sell
22,758
-9,412
-29% -$248K ﹤0.01% 5262
2021
Q1 		$796K Buy
32,170
+1,562
+5% +$35.1K ﹤0.01% 5023
2020
Q4 		$563K Buy
30,608
+10,632
+53% +$192K ﹤0.01% 4936
2020
Q3 		$285K Sell
19,976
-1,131
-5% -$17.6K ﹤0.01% 5078
2020
Q2 		$347K Buy
21,107
+16,673
+376% +$261K ﹤0.01% 4882
2020
Q1 		$69K Sell
4,434
-936
-17% -$21.4K ﹤0.01% 5716
2019
Q4 		$141K Buy
5,370
+80
+2% +$1.98K ﹤0.01% 5832
2019
Q3 		$127K Buy
5,290
+58
+1% +$1.36K ﹤0.01% 5926
2019
Q2 		$123K Buy
5,232
+1,347
+35% +$30.6K ﹤0.01% 5894
2019
Q1 		$79K Sell
3,885
-2,597
-40% -$54.9K ﹤0.01% 5992
2018
Q4 		$127K Sell
6,482
-773
-11% -$16K ﹤0.01% 5788
2018
Q3 		$168K Buy
7,255
+3,605
+99% +$84.9K ﹤0.01% 5577
2018
Q2 		$95K Sell
3,650
-1,454
-28% -$37.6K ﹤0.01% 5813
2018
Q1 		$128K Buy
5,104
+2,821
+124% +$67.9K ﹤0.01% 5609
2017
Q4 		$50K Buy
2,283
+1,396
+157% +$31.6K ﹤0.01% 6066
2017
Q3 		$21K Buy
887
+437
+97% +$9.54K ﹤0.01% 6249
2017
Q2 		$10K Sell
450
-1,463
-76% -$35.8K ﹤0.01% 6422
2017
Q1 		$50K Buy
1,913
+276
+17% +$6.86K ﹤0.01% 5927
2016
Q4 		$39K Buy
1,637
+836
+104% +$18.6K ﹤0.01% 6037
2016
Q3 		$19K Sell
801
-20
-2% -$463 ﹤0.01% 6143
2016
Q2 		$19K Buy
821
+373
+83% +$9.02K ﹤0.01% 6269
2016
Q1 		$10K Buy
448
+239
+114% +$5.33K ﹤0.01% 6389
2015
Q4 		$5K Sell
209
-541
-72% -$13.5K ﹤0.01% 6871
2015
Q3 		$18K Buy
750
+746
+18,650% +$16.8K ﹤0.01% 6340
2015
Q2 		$0 Sell
4
-26
-87% -$586 ﹤0.01% 7305
2015
Q1 		$1K Buy
+30
New +$681 ﹤0.01% 6802
2014
Q4 		– Sell
-264
Closed -$6K – 7756
2014
Q3 		$6K Sell
264
-536
-67% -$12.1K ﹤0.01% 7494
2014
Q2 		$19K Buy
+800
New +$18.5K ﹤0.01% 7182
2014
Q1 		– Sell
-174
Closed -$4K – 7878
2013
Q4 		$4K Buy
+174
New +$3.09K ﹤0.01% 7520

Other funds holding FBIZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FBFS
First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return

Bank of America's FBIZ Position: Q1 2026 in Review

Bank of America increased its First Business Financial Services (FBIZ) stake by 36% in Q1 2026, buying an estimated $355K and bringing the position to 24,024 shares worth $1.3M. The position accounts for ﹤0.01% of the portfolio, ranked #4379.

Bank of America first reported a position in FBIZ in Q4 2013 and has held it in 48 quarters since. 144 funds tracked by Wall St. Rank hold FBIZ as of Q1 2026.

  • Bank of America held 24,024 shares of First Business Financial Services worth $1.3M as of Q1 2026.
  • Bank of America bought 6,379 First Business Financial Services shares in Q1 2026, an estimated $355K.
  • First Business Financial Services made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #4379 holding.
  • Bank of America first reported a position in First Business Financial Services in Q4 2013 and has held it in 48 quarters since.
  • 144 funds tracked by Wall St. Rank held First Business Financial Services as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.